Articles

Lessons for SMSF Specialists
The impact of the Ryan Wealth Holdings Pty Ltd vs Baumgartner [2018] NSWSC 1502 case (“Baumgartner”) provides a sombre lesson…

Putting the SMSF Brakes on Three-Yearly Audit Cycles
We’ve heard many reasons why the three-yearly audit cycle won’t reduce red tape or SMSF audit fees and how it…

5 Reasons Why a Data Feed Isn’t an SMSF Audit
There is a perception in the SMSF industry that once a data feed is in place, there is nothing left…

The Keys to Effective SMSF Reporting Criteria
A recent review of the 2016 SMSF annual statistics released by the ATO indicates that some SMSF auditors continue to…

The Pitfalls of Property Valuations – Part 3
Unless an SMSF has invested in property through a limited recourse borrowing arrangement (LRBA), the fund is prohibited from borrowing…

The Pitfalls of Property Valuations – Part 2
Property development in an SMSF encompasses many activities that range from the renovation and re-lease of existing buildings to the…

Why Technology Won’t Replace SMSF Auditors
Many SMSF trustees and advisers could be forgiven for thinking that recent developments in technology mean that SMSF auditors no…